Core Insights - Palantir Technologies Inc. is recognized as one of the 10 hottest stocks to buy in 2026, with a price target increase from Citi to $235 and a Buy rating reiterated [1]. Financial Performance - Palantir is expected to report Q4 FY2025 results on February 2, 2026, with projected revenue of nearly $1.34 billion, reflecting over 62% growth year-over-year. Adjusted earnings are anticipated to be around $0.23 per share, indicating more than 64% year-over-year growth [2]. - Over the past year, Palantir's stock has surged by more than 80%, with a consensus median price target of $202.50, suggesting over 38% upside potential [3]. Market Position and Growth Drivers - Phillip Securities initiated coverage on Palantir with a Buy rating and a price target of $208, forecasting sales growth of over 47% year-over-year to $4.2 billion in fiscal 2025, driven by a 51% increase in commercial sales as AI adoption expands beyond defense contracts [4]. - The growth in Palantir's stock and future upside is attributed to strong performance in its commercial business and the increasing adoption of its Artificial Intelligence Platform (AIP) [3]. Company Overview - Palantir Technologies Inc. specializes in developing data integration and analytics platforms for government agencies, military, and corporations, with flagship products Gotham and Foundry supporting various operations including intelligence and enterprise analytics [5].

One under-discussed swing factor is international commercial growth. Management acknowledged U.S. ...

Group 1 - Palantir Technologies Inc. (NASDAQ:PLTR) is viewed positively by Jim Cramer, who believes it is a great opportunity to buy the stock despite its current trading cohort with ServiceNow and Salesforce [1][3] - The company develops data analytics and AI software platforms, including Gotham, Foundry, Apollo, and Palantir Artificial Intelligence Platform, which assist organizations in integrating, analyzing, and acting on complex data [3] - Cramer emphasizes the consistent positive feedback about Palantir's performance, indicating that the company's momentum is not diminishing and it remains a strong investment choice [3] Group 2 - There is a belief that while Palantir has potential, other AI stocks may offer greater upside potential and carry less downside risk [4]

Palantir (PLTR) shares have been in a massive downtrend ahead of the company’s Q4 earnings, but options traders seem to believe they’ll rebound after the release on Feb. 2 after the bell. Analysts expect the artificial intelligence (AI) data analytics firm to report earnings of $0.17 a share for its fourth quarter — up more than 20% on a year-over-year basis. At the time of writing, Palantir stock is down more than 25% versus its November high. More News from Barchart www.barchart.com Where Options Da ...

Palantir (PLTR) fans certainly have something to think about as a shocking U.S. Department of Homeland Security (DHS) AI document emerges near a high-stakes earnings point for the company. Immigration and Customs Enforcement (ICE) is reportedly getting a helping hand from Palantir, according to a newly released DHS AI inventory, Wired reports. By sorting and summarizing enforcement tips, Palantir’s generative AI tools are helping the agency address the messy immigration issues gripping the country. The go ...

Joining us now though for some insight into some of the expectations for these numbers, I'd like to welcome in Scott Kesler, TMT sector analyst at Third Bridge. Scott, thanks so much for joining us ahead of this pretty big report, I can imagine. So, does the fact that shares have repriced a bit to the downside from those those highs seen earlier in 2025, does this give you any encouragement or do you think this is more reflective of some of the the market's appetite for these big spenders and big players in ...

Core Viewpoint - Palantir Technologies is experiencing a notable decline in stock price, attributed to concerns over a potential AI-driven market bubble and its high valuation compared to peers [1][2] Financial Performance - Palantir is expected to report solid revenue and earnings growth in Q4, driven by strong performance in its U.S. business and demand for its Artificial Intelligence Platform (AIP) [6] - In Q3, Palantir's revenue increased by 63% year-over-year to $1.18 billion, with U.S. segment revenue surging by 77% year-over-year [7] - The U.S. commercial business recorded a remarkable 121% increase in revenue compared to the previous year, while U.S. government revenue grew by 52% year-over-year [7] Market Activity - Palantir reported a record total contract value of $2.8 billion in Q3, driven by a surge in large-scale deals, including 204 contracts worth at least $1 million [9] - The company closed 91 deals above $5 million and 53 deals exceeding $10 million, indicating strong contract activity [9] Investor Sentiment - Investors should be prepared for volatility around the upcoming Q4 earnings report, as Palantir has a mixed track record of surprising after earnings releases, with average post-report moves around 13% [3]

[music] We're back here on Morning Trade Live. William Blair has upgraded Palanteer [music] to outperform ahead of this afternoon's earnings report. The analyst sites valuation for the upgrade following Palanteer's 30% sell off from November's all-time [music] high.The firm expects the shares to return to greater than $200 over the next 12 months. [music] Currently, we are trading 2.6% higher at 150 and change. So, let's go inside out on this [music] name ahead of earnings.Joining us now is Achilles Laura J ...

Core Insights - Palantir Technologies Inc. is a significant player in the data analytics industry, recognized for its AI-integrated software platforms, and has shown strong revenue growth and stock performance since its IPO in 2020 [1] - Recent analyst sentiment presents a mixed outlook for Palantir's future performance despite its robust growth [1] Price Target Trends - Over the past year, Palantir's consensus price target has increased from $158.43 to $215.50, indicating a growing bullish sentiment among analysts [4][6] - The average price target rose from $205.22 three months ago, reflecting increased optimism attributed to strategic initiatives and partnerships [3] Revenue Growth - Palantir is expected to achieve a 62.8% year-over-year revenue increase, driven by demand for AI solutions in both government and commercial sectors [2][6] - The company's strategic partnerships, such as the collaboration with Innodata, may enhance its federal contracts pipeline, tapping into over $13 billion in opportunities [3] Earnings Expectations - As Palantir approaches its fourth-quarter 2025 earnings release, Wall Street anticipates significant increases in U.S. sales and strong profitability [5] - The stock is currently viewed as richly valued, which sets high expectations for the company's financial performance [5]

One analyst sees a path to $200, as Palantir's new government contracts and expanding margins could help the stock rebound. ...